“If you don’t know where you are going, you will end up someplace else.” Yogi Berra

Yogi knows that it is important to know where we are going.  In my experience, to focus on a goal takes effort and we often put this important task aside.  Visualizing your future lifestyle is an exercise that should be done often.  It is amazing how much stress is released when a goal is created and quantifiable steps toward that end are developed.  Even knowing there might be a short fall is acceptable as you “know” that shortfall and are able to make adjustments.  This effectively brings control and decision back to the individual. 

This year, it is more important than ever to provide you with the education, tools and guidance to help you accomplish your financial goals.

Roth Conversions:  For many investors, an IRA can play an important role in helping them prepare for retirement.  More importantly, utilizing a Roth Conversion in the right circumstances, can provide a legacy planning tool for you and your heirs.  We would love the opportunity to discuss if a Roth Conversion is appropriate for you.

Retirement Income Options:  It is no secret that for years investors have been concerned about the demise of pension plans and the problems that Social Securityis facing.  Fortunately, there are a number of products and strategies that are available to investors to help them better prepare for their retirement.  We specialize in determining which products and strategies are most appropriate to help our clients achieve their financial goals.

The Delta Team:  We continue to make major efforts to embrace technological advancements to provide excellent client service.  We wish to save them the most important of all qualitative assets—time.  We are utilizing our website www.dfadvisors.netas a primary source of educational material and encourage you to frequently browse our new additions.  We have available videos, seminar postings, as well as links to informative source material.  We endeavor to save the planet one automobile trip at a time and one piece of paper at a time though paperless and electronic data transfer.  Keep in mind regulatory oversight is an ever present gate keeper and the security of your data is our primary focus with these enhancements.   Our team continues to educate themselves to be able to effectively assist you in your financial journey.  We look forward to providing you with pertinent financial information as it relates to you!

It is our mission to competently, professionally and passionately service our clients. We look forward to opportunity to service you.